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Lisa Su: AMD hit record 46% server revenue share, with >60% of Fortune 100 running EPYC
“Last quarter, we reached a record 46% revenue share in the server market... including more than 60% of the Fortune 100 are using AMD EPYC.”
Why it matters
A concrete share milestone from the CEO signals continued share gains vs Intel in the server CPU market, a key AMD earnings driver.
Investment implication
Supports a bullish thesis on AMD server CPU share gains at Intel's expense; watch quarterly EPYC mix and Intel's DCAI segment as the losing proxy.